Morningstar

Symmetry Panoramic US Fixed Income Fund Class I Shares SPUBX

Medalist Rating as of Aug 31, 2026 See Symmetry Partners Investment Hub

Strategy

The investment seeks income and capital appreciation through systematic exposure to U.S. fixed income securities. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in U.S. fixed income securities. The fund may invest up to 20% of its net assets in foreign issuers. It generally will invest in U.S. treasury obligations, other U.S. government and agency obligations, bank obligations, corporate bonds, asset-backed securities, mortgage-related and mortgage-backed securities, commercial paper, repurchase agreements, and other debt obligations and cash and cash equivalents.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SPUBX	Symmetry Panoramic US Fixed Income Fund Class I Shares	Institutional	Open			Nov 12, 2018	$160.61M	0.500%	Above Average	$1,000	−$2.39M

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